Daphne O'Keefe Elevated to Senior VP at Midwest Trust Company

Midwest Institutional Trust Company Promotes Daphne O'Keefe

Midwest Institutional Trust Company is pleased to announce the promotion of Daphne O'Keefe to Senior Vice President, a move that underscores her extensive experience and commitment to the institution. O'Keefe has been a vital part of the organization, specializing in Taft-Hartley Services and nurturing client relationships over her impressive 35-year career in the financial services industry.

Daphne O'Keefe's Career and Expertise

With a solid background in custody and asset management, O'Keefe has honed her skills in relationship management while serving diverse institutional clients. Her role involves not only managing complex client accounts but also driving the strategic growth of Midwest Institutional Trust Company. O'Keefe's expertise ensures that clients receive tailored service models that meet their unique needs.

Client Relationship Strategy

Her proactive approach to client relationship development encompasses various stages, including sales, onboarding, and long-term planning. This holistic perspective allows her to maintain a strong connection with clients while being accountable for their satisfaction and success. O'Keefe's primary goal is expanding the client base of Midwest Institutional Trust Company, particularly focusing on Taft-Hartley and labor-related clients across the nation.

Words from Leadership

Kristy Perez, Executive Vice President and Managing Director, has praised O'Keefe for her great dedication and professionalism. "Daphne is a well-respected professional representing Midwest Institutional Trust Company in the institutional market, and her commitment to service excellence is unparalleled. This dedication supports our growth strategy in the institutional space," said Perez.

About Daphne O'Keefe

Daphne's journey in the financial services industry includes managing high-profile client relationships at esteemed institutions. Her prior roles include Vice President and Relationship Manager at two top-tier financial services firms, where she demonstrated her capability in handling complex client needs. This blend of experience bolsters her current role, enhancing the services offered by Midwest Institutional Trust Company.

About Midwest Institutional Trust Company

Established through an initiative that transitioned the line of business from a well-known financial entity, Midwest Institutional Trust Company combines the strengths of Midwest Institutional Trust Services and Midwest Taft-Hartley Services. The organization is focused on delivering an extensive array of solutions tailored specifically for Taft-Hartley clients, as well as trust and custody services. With a legacy dating back to 1924, they continue to evolve, serving clients nationwide.

Founding Principles and Client Services

The company operates as part of the Midwest Family of Companies, established in 1993. They emphasize independence and provide a comprehensive range of trust and investment management services. With offices located in key regions, the organization is well-positioned to support clients across the United States by leveraging their deep experience and client-focused approach.

Frequently Asked Questions

What is the new role of Daphne O'Keefe?

Daphne O'Keefe has been promoted to Senior Vice President and will focus on Taft-Hartley and institutional trust services.

How long has Daphne O'Keefe been with Midwest Institutional Trust Company?

She brings over 35 years of experience in relationship management and development to her role.

What services does Midwest Institutional Trust Company provide?

The organization offers trust, custody, and asset management services, specializing in Taft-Hartley funds and institutional clients.

What does Kristy Perez say about Daphne O'Keefe?

Kristy Perez describes O'Keefe as a highly respected professional whose commitment to service excellence supports the company's growth.

When was Midwest Institutional Trust Company established?

The company was established in 2023 after acquiring its business line from BMO Harris Bank, continuing a legacy of service since 1924.

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